Keep Your Loved Ones Out of Court and Conflict with an Estate Plan That Works
At our firm, we pride ourselves on offering a better way to protect your family and legacy. To explain what makes us different, let's first take a look at the typical experience most people have with estate planning attorneys.
The Traditional Estate Planning Experience: Falling Short of Your Needs
If you've worked with a lawyer before, this might sound familiar:
- You meet with a lawyer who makes everything seem overly complex.
- You nod along, trusting their expertise, and walk away with a neat binder full of documents.
- That binder goes on a shelf, and you check “estate planning” off your to-do list.
But then life happens.
You remember something about needing to update bank accounts or beneficiary designations. You call the lawyer, leave a message, and wait days for a callback. By then, life pulls you in another direction, and those tasks remain undone.
Years later, your situation changes—new home, kids growing up, or new laws—and your plan becomes outdated. When your family finally needs it, they find out it no longer works. Now, they're stuck in court, sorting out a mess.
Why Does This Happen?
The traditional estate planning process wasn't designed for modern, growing families. It was built for retirees preparing for the end of life. This approach leaves most families unprepared for the challenges that come with growth, change, and prosperity.
A Better Approach: Estate Planning for Life
At our firm, we focus on planning for life—not just death. Here's how we're different:
1. Planning for Growing Families
We understand the needs of busy families balancing careers, kids, and elder care. Our plans ensure:
- Your minor children will be cared for by people you trust.
- Your teens and adult children are prepared to manage what you leave behind.
- Your family can avoid unnecessary court battles or conflict.
2. Ongoing Support
We don't just hand you a binder and send you on your way. We provide ongoing maintenance to keep your plan up-to-date as life changes:
- Funding assistance ensures all your assets are correctly titled in your trust.
- Flat-fee pricing means you'll never hesitate to reach out with a question.
- Annual maintenance programs ensure your plan stays current with your life and the law.
3. Capturing Your True Legacy
Your wealth isn't just about money—it's about your values, experiences, and family traditions. We help you capture and pass on these intangible assets, so your loved ones inherit more than just dollars.
4. Easy Communication
We speak 'plain English' and will make all of this understandable for you. Whether it's a quick question or a detailed conversation, our team is here when you need us. No voicemail tag or surprise bills.
Why It Matters
With our approach, you won't just have an estate plan—you'll have peace of mind knowing it will work when your loved ones need it most. And the cost? It's far less than the financial and emotional toll of dealing with a plan that fails. We even offer creative financing options to ensure this vital planning is accessible to everyone.
Let's Plan for Your Family's Future Together
Your estate plan should reflect your life, your values, and your love for your family. Schedule a Life & Legacy Planning Session today, and let us show you how we can keep your family out of court and conflict—while securing a legacy that truly matters.
Scott Lynett, Esq.
P.S. Don't wait until it's too late to create a plan that works. Protect your family now, and ensure they'll have everything they need to carry on your legacy.